CRD: 285510
Premier Wealth Advisors, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-14-2018
- Office Locations
- 1
Office Locations
About Premier Wealth Advisors, LLC
Premier Wealth Advisors is a San Diego RIA providing personalized financial planning and investment management, with guidance spanning retirement planning, tax strategies, and life transitions. The team emphasizes long-term relationships and tailored strategies. Portfolios are built with a focus on allocation and risk management using vehicles such as ETFs and mutual funds, with Schwab as custodian and Envestnet in the stack.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
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Technology
Owner & Executives
ARI BEN CRANDALL
Managing Partner
- CRD
- #2911716
- Ownership
- Less than 5%
JOSHUA CORY KOEHNEN
Managing Partner
- CRD
- #4551444
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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Cole Chodorow
--
- CRD
- #7196100
Matthew Devine
--
- CRD
- #7164125
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $694,897,516 | $380,975 |
| Total | $694,897,516 | $380,975 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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